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Shuttle - Digital customer onboarding - made quick and simple - getting the deal done faster

Software Development

Overview

Shuttle isn't just a technical solution, it's the first impression you create with your new customers adding the human touch to communicate, eliminating errors and getting the deal done quicker in real-time. Most of our customers are in the financial services and legal sectors – companies that onboard new clients using a variety of different application processes – some direct and others via referral partners and especially those businesses that have to carry out KYC and anti-money laundering checks. Using Shuttle avoids the ever-increasing security risks associated with an email-based approach to increase productivity and maximise conversions. It’s a secure cloud-based platform (as a white label solution in your look and feel) offering document management, e-signature, API integration to key KYC third party tools (Equifax, Creditsafe, Companies House, Passport Proven to name a few) and customer next-step management. It accelerates and digitalises your onboarding process, turning it into a real-time collaboration for everyone involved in the transaction (including your referral partners). It takes your services right into the palm of users’ hands. *checks are charged at competitive reseller pricing It can be up and running in 24 hours and syncs with your existing CRM systems such as Dynamics, Salesforce, Pipedrive and many more.